[WSBAPT] WSBAPT Digest, Vol 114, Issue 6

Sarah Dion sdion at radiuslawseattle.com
Wed Mar 6 12:44:12 PST 2024


Sharon, thank you so much!




Sarah Jael Dion (she/her)
Attorney, Trusts and Estates Practice


[cid:image001.png at 01DA6FC3.FC8EBE10].

1700 7th Avenue, Suite 2100
Seattle, WA 98101-1360
(206) 388-5005



NOTICE: This communication and the information contained within, along with any items attached as an enclosure, are privileged and confidential. This communication is intended solely for the use of the individual(s) named above. If you are not one of the intended addressees or you believe you may have received this communication in error, you are hereby notified that any consideration, dissemination or duplication of this communication is strictly prohibited. In addition, you shall not print, copy, retransmit, disseminate, or otherwise use this information in any form without first receiving specific written permission from the author of this communication. If you have received this communication in error, please reply to the sender indicating that fact and delete this message from your system immediately.



IRS CIRCULAR 230 DISCLOSURE: To ensure compliance with IRS requirements, we inform you that any advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.





-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Sharon Rutberg
Sent: Wednesday, March 6, 2024 12:17 PM
To: wsbapt at lists.wsbarppt.com
Subject: Re: [WSBAPT] WSBAPT Digest, Vol 114, Issue 6



A firm that handles estate planning in Virginia is The Geller Group, www.thegellerlawgroup.com<http://www.thegellerlawgroup.com>.



Sharon Rutberg, Attorney at Law

Salmon Bay Law Group, PLLC

1734 NW Market St.

Seattle, WA 98107

206-735-3177, ext. 1

sharon at salmonbaylaw.com<mailto:sharon at salmonbaylaw.com>

Website: www.salmonbaylaw.com<http://www.salmonbaylaw.com>

Washington State Bar #47055



NOTICES

The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine, and/or other applicable protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your assistance.



-----Original Message-----

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of wsbapt-request at lists.wsbarppt.com<mailto:wsbapt-request at lists.wsbarppt.com>

Sent: Wednesday, March 6, 2024 12:00 PM

To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>

Subject: WSBAPT Digest, Vol 114, Issue 6



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Today's Topics:



   1. Referral for Intestate Probate with Potential Litigation

      (Brent Williams-Ruth)

   2. Virginia Trust & Estates Attorney Needed (Mark Anderson)

   3. Re: Virginia Trust & Estates Attorney Needed (Sarah Dion)

   4. Petition for GAL and SGAL together? (Julie Martiniello)

   5. Petition for GAL and SGAL together? (Dalynne Singleton)





----------------------------------------------------------------------



Message: 1

Date: Tue, 5 Mar 2024 12:05:29 -0800

From: Brent Williams-Ruth <brent at williams-ruthlaw.com<mailto:brent at williams-ruthlaw.com>>

To: "WSBA Probate & Trust Listserv" <WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>>

Subject: [WSBAPT] Referral for Intestate Probate with Potential

            Litigation

Message-ID:

<CAMMb1JO=8Beb4ODTKzoQFCm2nbAEfHfmKfQE8B__Mx__uxhtuQ at mail.gmail.com<mailto:CAMMb1JO=8Beb4ODTKzoQFCm2nbAEfHfmKfQE8B__Mx__uxhtuQ at mail.gmail.com>>

Content-Type: text/plain; charset="utf-8"



Greetings List Members -



I write today with a referral option. The real property is in King County (believe it is south of I90 - don't know precisely).



1) I have an Estate Planning client who is a distant relative of a man who passed in October 2023. The decedent was divorced (his ex-wife is living in the house that is in his name only) and has no issue.







2) The PC employed the services of Leslie Lawson to conduct the heir search. It was thorough and now complete.  The results are such that the PC is a beneficiary of 1/3 of 1/12 of the entire estate.







3) There is a house (in King County) that should have several hundred thousand in equity. Any other assets are unknown at this time.







4) The PC has NO MONEY and would need to work with someone who would take payment for services prior to distribution. Even paying the upfront costs will be a challenge.







5) The Ex-Wife of the Decedent has apparently taken a hostile position and will likely need to be evicted once an administrator is appointed.







Looking for someone that I can connect my client with as I just do not have the bandwidth to take this on at the time being. I let the PC know that I would provide her with names of potential attorneys by the end of the day on Thursday (tomorrow, 3/6/2024).





Please feel free to self-refer if this may be a good fit for you or your firm.





Thank you,



Brent



*Brent Williams-Ruth* (pronouns: he/him)

*Attorney-At-Law*



*Law Offices of Brent Williams-Ruth, **a division of BWR Consulting, PLLC*



*Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003*



*Mailing Address: **PO BOX 3319; Federal Way, WA 98063 *



Office/Scheduling Phone: (253) 285-7751



For All Meetings & Scheduling: info at williams-ruthlaw.com<mailto:info at williams-ruthlaw.com>



e-mail <Brent at Williams-RuthLaw.com<mailto:Brent at Williams-RuthLaw.com>> / website <http://www.williams-ruthlaw.com/> / facebook <http://www.facebook.com/bwrlaw> /

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Message: 2

Date: Tue, 5 Mar 2024 21:06:22 +0000

From: Mark Anderson <marka at mbaesq.com<mailto:marka at mbaesq.com>>

To: "wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: [WSBAPT] Virginia Trust & Estates Attorney Needed

Message-ID:

<MW2PR12MB23794B17C0868F013CE4A69CC8222 at MW2PR12MB2379.namprd12.prod.outlook.com<mailto:MW2PR12MB23794B17C0868F013CE4A69CC8222 at MW2PR12MB2379.namprd12.prod.outlook.com>>



Content-Type: text/plain; charset="us-ascii"



Dear Listmates:



Sarah Dion posted the following on the Real Property list serve and I thought I would help her out by posting it here.



Colleagues-



PC is looking for a good T&E lawyer in Virginia to create an irrevocable trust for a family member. Beneficiary is in Roanoke, but DC is fine. Would love some leads. Excellent PC with best motivation and resources to pay for high quality counsel. Thanks!!



Sarah Jael Dion (she/her)

Attorney, Trusts and Estates Practice





[cid:image001.png at 01DA6EFD.EA7FDB80].



1700 7th Avenue, Suite 2100

Seattle, WA 98101-1360

(206) 388-5005



Mark B. Anderson

ANDERSON LAW FIRM PLLC

821 Dock St  Ste 209  PMB 4-12

Tacoma, Washington 98402

+1 253-327-1750

+1 253-327-1751 (fax)

marka at mbaesq.com<mailto:marka at mbaesq.com<mailto:marka at mbaesq.com%3cmailto:marka at mbaesq.com>>

www.mbaesq.com<http://www.mbaesq.com/<http://www.mbaesq.com%3chttp:/www.mbaesq.com/>>

CONFIDENTIALITY NOTICE

This transmission is confidential and is intended solely for the use of the individual named recipient. It may be protected by the attorney-client privilege, work product doctrine, or other confidentiality protection. If you are not the intended recipient, or the person responsible to deliver it to the intended recipient, be advised that any dissemination, distribution, or copying of this communication is prohibited. If you have received this transmission in error, please immediately notify the sender via e-mail or by telephone at (253) 327-1750 that you have received the message in error, and then delete it. Thank you.



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Message: 3

Date: Tue, 5 Mar 2024 21:34:00 +0000

From: Sarah Dion <sdion at radiuslawseattle.com<mailto:sdion at radiuslawseattle.com>>

To: Mark Anderson <marka at mbaesq.com<mailto:marka at mbaesq.com>>, "wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>"

            <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: Re: [WSBAPT] Virginia Trust & Estates Attorney Needed

Message-ID:

<SN6PR07MB5552BBDBD8C9FABE60251FDCD6222 at SN6PR07MB5552.namprd07.prod.outlook.com<mailto:SN6PR07MB5552BBDBD8C9FABE60251FDCD6222 at SN6PR07MB5552.namprd07.prod.outlook.com>>



Content-Type: text/plain; charset="us-ascii"



Thank you, Mark! Really appreciate it!





Sarah Jael Dion (she/her)

Attorney, Trusts and Estates Practice





[cid:image001.png at 01DA6F01.C7A7E310].



1700 7th Avenue, Suite 2100

Seattle, WA 98101-1360

(206) 388-5005



NOTICE: This communication and the information contained within, along with any items attached as an enclosure, are privileged and confidential. This communication is intended solely for the use of the individual(s) named above. If you are not one of the intended addressees or you believe you may have received this communication in error, you are hereby notified that any consideration, dissemination or duplication of this communication is strictly prohibited. In addition, you shall not print, copy, retransmit, disseminate, or otherwise use this information in any form without first receiving specific written permission from the author of this communication. If you have received this communication in error, please reply to the sender indicating that fact and delete this message from your system immediately.



IRS CIRCULAR 230 DISCLOSURE: To ensure compliance with IRS requirements, we inform you that any advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.





From: Mark Anderson <marka at mbaesq.com<mailto:marka at mbaesq.com>>

Sent: Tuesday, March 5, 2024 1:06 PM

To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>

Cc: Sarah Dion <sdion at radiuslawseattle.com<mailto:sdion at radiuslawseattle.com>>

Subject: Virginia Trust & Estates Attorney Needed



Dear Listmates:



Sarah Dion posted the following on the Real Property list serve and I thought I would help her out by posting it here.



Colleagues-



PC is looking for a good T&E lawyer in Virginia to create an irrevocable trust for a family member. Beneficiary is in Roanoke, but DC is fine. Would love some leads. Excellent PC with best motivation and resources to pay for high quality counsel. Thanks!!



Sarah Jael Dion (she/her)

Attorney, Trusts and Estates Practice





[cid:image001.png at 01DA6F01.C7A7E310].



1700 7th Avenue, Suite 2100

Seattle, WA 98101-1360

(206) 388-5005



Mark B. Anderson

ANDERSON LAW FIRM PLLC

821 Dock St  Ste 209  PMB 4-12

Tacoma, Washington 98402

+1 253-327-1750

+1 253-327-1751 (fax)

marka at mbaesq.com<mailto:marka at mbaesq.com<mailto:marka at mbaesq.com%3cmailto:marka at mbaesq.com>>

www.mbaesq.com<http://www.mbaesq.com/<http://www.mbaesq.com%3chttp:/www.mbaesq.com/>>

CONFIDENTIALITY NOTICE

This transmission is confidential and is intended solely for the use of the individual named recipient. It may be protected by the attorney-client privilege, work product doctrine, or other confidentiality protection. If you are not the intended recipient, or the person responsible to deliver it to the intended recipient, be advised that any dissemination, distribution, or copying of this communication is prohibited. If you have received this transmission in error, please immediately notify the sender via e-mail or by telephone at (253) 327-1750 that you have received the message in error, and then delete it. Thank you.



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Message: 4

Date: Wed, 6 Mar 2024 08:08:15 -0800

From: Julie Martiniello <julie at dimensionlaw.com<mailto:julie at dimensionlaw.com>>

To: Trust and Probate Section <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: [WSBAPT] Petition for GAL and SGAL together?

Message-ID:

            <CALvnKH-3FRa7nczVEG245Vv_OF3CPMKU4_8kBaV0WmnuCGmb_w at mail.gmail.com<mailto:CALvnKH-3FRa7nczVEG245Vv_OF3CPMKU4_8kBaV0WmnuCGmb_w at mail.gmail.com>>

Content-Type: text/plain; charset="utf-8"



Hello All,



I have a probate where the only asset is going to be proceeds from a wrongful death action. Insurance has agreed to pay out already. There is one minor child of decedent, Another child of decedent is petitioning to be PR.



Has anyone petitioned for appointment of a GAL that will also serve as SGAL for the underlying wrongful death settlement? If so, would you be willing to share any sample you have?



We have a GAL in mind to request.



Thank you!



--





Respectfully,







Julie Martiniello, Partner



Dimension Law Group, PLLC



*Office:*  206-973-3500?*Fax:*  206-577-5090



*Email: **julie at dimensionlaw.com<mailto:**julie at dimensionlaw.com> <synthia at dimensionlaw.com<mailto:synthia at dimensionlaw.com>>*



*www.dimensionlaw.com <http://www.dimensionlaw.com/>*





631 Strander Blvd, Bldg A, Suite G, Tukwila, WA 98188





PRIVILEGED AND CONFIDENTIAL:  This email (including any attachments) is intended only for the use of the individual or entity named above and may contain privileged or confidential information. If you are not the intended recipient, or the employee or agent responsible to deliver it to the intended recipient, you are notified that any review, dissemination, distribution or copying of this email is prohibited. If you have received this email in error, please immediately notify us by email, facsimile, or telephone; return the email to us at the email address below; and destroy all paper and electronic copies.



--

PRIVILEGED AND CONFIDENTIAL:??This e-mail (including any attachments) is intended only for the use of the individual or entity named above and may contain privileged or confidential information. If you are not the intended recipient, or the employee or agent responsible to deliver it to the intended recipient, you are notified that any review, dissemination, distribution or copying of this e-mail is prohibited. Attempts to intercept this message are in violation of 18 USC 2511(1) of the Electronic Communications Privacy Act, which subjects the interceptor to fines, imprisonment and/or civil damages. If you have received this e-mail in error, please immediately notify us by e-mail, facsimile, or telephone; return the e-mail to us at the e-mail address below; and destroy all paper and electronic copies.?Any settlement offer contained herein is made pursuant to Washington ER 408, and without admitting fault or liability on the part of this firm?s client(s) or its agents.??IRS?C!

IRCULAR?230 DISCLAIMER:??To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.

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Message: 5

Date: Wed, 6 Mar 2024 16:25:06 +0000

From: Dalynne Singleton <dalynne at glgmail.com<mailto:dalynne at glgmail.com>>

To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: [WSBAPT] Petition for GAL and SGAL together?

Message-ID:

<BY5PR12MB554200D6B44CE6667455E778A5212 at BY5PR12MB5542.namprd12.prod.outlook.com<mailto:BY5PR12MB554200D6B44CE6667455E778A5212 at BY5PR12MB5542.namprd12.prod.outlook.com>>



Content-Type: text/plain; charset="utf-8"



I have done this and will email a sample of those docs to you directly.



Dalynne Singleton

Gourley Law Group

Snohomish Escrow

The Exchange Connection

1002 10th Street / PO Box 1091

Snohomish, WA 98291

360.568.5065

360.568.8092  fax

dalynne at glgmail.com<mailto:dalynne at glgmail.com<mailto:dalynne at glgmail.com%3cmailto:dalynne at glgmail.com>>

Website:  www.glglawgroup.com<http://www.glglawgroup.com/<http://www.glglawgroup.com%3chttp:/www.glglawgroup.com/>>

Attorney/client meetings will be handled by teleconference or virtually whenever possible.  If you would like to set a telephone conference, zoom, or in person meeting, please call or email one my paralegals heather at glgmail.com<mailto:heather at glgmail.com<mailto:heather at glgmail.com%3cmailto:heather at glgmail.com>> or valerie at glgmail.com<mailto:valerie at glgmail.com<mailto:valerie at glgmail.com%3cmailto:valerie at glgmail.com>>.  Gourley Law Group legal assistant can be reached at paige at glgmail.com<mailto:paige at glgmail.com<mailto:paige at glgmail.com%3cmailto:paige at glgmail.com>>.  Part-time paralegal Theresa Richards can be reached at theresa at glgmail.com<mailto:theresa at glgmail.com<mailto:theresa at glgmail.com%3cmailto:theresa at glgmail.com>>.



LICENSED IN WASHINGTON

IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s).  Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message.  If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission, rather, please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.

[cid:image001.gif at 01DA6F9F.CABAE4A0]   [cid:image002.png at 01DA6F9F.CABAE4A0] [cid:image003.png at 01DA6F9F.CABAE4A0]   [cid:image004.png at 01DA6F9F.CABAE4A0]





From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Julie Martiniello

Sent: Wednesday, March 6, 2024 8:08 AM

To: Trust and Probate Section <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: [WSBAPT] Petition for GAL and SGAL together?



Hello All,



I have a probate where the only asset is going to be proceeds from a wrongful death action. Insurance has agreed to pay out already. There is one minor child of decedent, Another child of decedent is petitioning to be PR.



Has anyone petitioned for appointment of a GAL that will also serve as SGAL for the underlying wrongful death settlement? If so, would you be willing to share any sample you have?



We have a GAL in mind to request.



Thank you!



--



Respectfully,



Julie Martiniello, Partner

Dimension Law Group, PLLC

Office:  206-973-3500?Fax:  206-577-5090

Email: julie at dimensionlaw.com<mailto:synthia at dimensionlaw.com<mailto:julie at dimensionlaw.com%3cmailto:synthia at dimensionlaw.com>>

www.dimensionlaw.com<http://www.dimensionlaw.com/<http://www.dimensionlaw.com%3chttp:/www.dimensionlaw.com/>>



631 Strander Blvd, Bldg A, Suite G, Tukwila, WA 98188



PRIVILEGED AND CONFIDENTIAL:  This email (including any attachments) is intended only for the use of the individual or entity named above and may contain privileged or confidential information. If you are not the intended recipient, or the employee or agent responsible to deliver it to the intended recipient, you are notified that any review, dissemination, distribution or copying of this email is prohibited. If you have received this email in error, please immediately notify us by email, facsimile, or telephone; return the email to us at the email address below; and destroy all paper and electronic copies.



PRIVILEGED AND CONFIDENTIAL:  This e-mail (including any attachments) is intended only for the use of the individual or entity named above and may contain privileged or confidential information. If you are not the intended recipient, or the employee or agent responsible to deliver it to the intended recipient, you are notified that any review, dissemination, distribution or copying of this e-mail is prohibited. Attempts to intercept this message are in violation of 18 USC 2511(1) of the Electronic Communications Privacy Act, which subjects the interceptor to fines, imprisonment and/or civil damages. If you have received this e-mail in error, please immediately notify us by e-mail, facsimile, or telephone; return the e-mail to us at the e-mail address below; and destroy all paper and electronic copies. Any settlement offer contained herein is made pursuant to Washington ER 408, and without admitting fault or liability on the part of this firm?s client(s) or its agents.  IRS C!

IRCULAR 230 DISCLAIMER:  To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.

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